Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLEX (HealthExtras Inc) | NA | -8.67% | 6.90% | 24.85% | NA | NA | NA | … | … |
Data as of 09/30/2008, Common starting date is 12/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLEX (HealthExtras Inc) | 12/16/1999 | 09/30/2008 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.16 | -8.67 | 6.90 | 24.85 | NA | NA | NA | … | … | 0.15 | 8.22 | -3.98 | 53.99 | 21.64 | 230.86 | -29.07 | 63.14 | -70.83 | 53.65 |
| Sharpe Ratio | NA | -0.22 | 0.12 | 0.55 | NA | NA | NA | … | … | -0.03 | 0.18 | -0.19 | 1.31 | 0.41 | 4.18 | -0.39 | 0.71 | -0.64 | 31,801.03 |
| Standard Deviation(%) | NA | 34.78 | 37.03 | 41.45 | NA | NA | NA | … | … | 36.77 | 29.66 | 38.06 | 39.63 | 50.17 | 55.10 | 77.64 | 87.03 | 116.94 | 157.80 |
| Draw Down(%) | NA | 25.53 | 45.08 | 45.08 | NA | NA | NA | … | … | 25.53 | 20.38 | 45.08 | 20.33 | 31.27 | 20.93 | 63.64 | 59.87 | 75.00 | 9.58 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/30/2008, Common starting date is 12/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLEX (HealthExtras Inc) |
-18.04%
Feb 2000 – Feb 2003 |
15.93%
Jan 2000 – Jan 2005 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLEX (HealthExtras Inc) |
109.30%
Mar 2003 – Mar 2006 |
60.29%
Mar 2002 – Mar 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart